🇺🇸#stocks #election #us #history #seasonality
S&P 500 tends to rise in the year of a US presidential election.
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JPMorgan: pre and post US election performance of the SP500 (chart)

Carson: historically, U.S. stocks tend to start an election year with little enthusiasm (chart)

⚠️#realestate #us #history
US home sales prices (based on actual transactions) are falling at the fastest pace since 1964.

⚠️🇺🇸#inflation #liquidity #us
the M2 money supply in the US is once again on the rise, prompting concerns about a resurgence of inflation.
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correlation between M2 money supply and inflation in the US (chart)

copper prices signal the start of US inflationary growth (chart)

the current inflation dynamics in the US closely resemble those of the 1970s (chart)

the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)

🌍#economy #africa #china
the economic influence of China on Africa continues to grow.

🇺🇸#monetarypolicy #us #macro
Crescat: US credit spreads = 30-year low

in the past, at these levels of credit spreads, the Fed would start to cut rates.

🇺🇸#stocks #us #bonds #macro
the US bond market has once again become more attractive than the stock market.

🇺🇸#stocks #us #monetarypolicy #history
RBC: historically, US small caps stocks tend to outperform after the Fed starts to ease.

🇺🇸#election #us
currently, Trump and Biden have equal chances of winning the upcoming presidential election

Ignore politics (chart)
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the historical performance of the S&P 500 during U.S. election years (chart)

🇺🇸#stocks #us #strategy #election #history
over the past 70 years, $1000 invested in the US stock market during Republican presidencies would yield $27,400 today, while it would yield $61,800 during Democratic presidencies. However, those who stayed invested regardless of political affiliation would see $1,680,000 today.
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$10,000 invested in the stock market in January 1992 (chart)

over 200 years, the US stock market has grown by a staggering 755,163-fold (chart)

⚠️🇺🇸#business #us #history
US corporate profits are at historically high levels

🇺🇸#economy #us #recession #macro
Ned Davis Research: the probability of US recession is close to zero — research

🇪🇺🇦🇹#stocks #europe
JPMorgan: the Austrian stock market is the cheapest among developed European economies — research

⚠️#bonds #us #inflation
the yield on 10-year US Treasuries continues to rise against the backdrop of potential inflation growth in the US.
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copper prices signal the start of US inflationary growth (chart)

⚠️🇺🇸#inflation #us #copper #correlation
the correlation between copper prices and US inflation signals the start of inflationary growth.
—————————
the current inflation dynamics in the US closely resemble those of the 1970s (chart)

the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)

🌎#economy #worldtrade #macro
Morgan: world trade is slowing down amid increasing trade restrictions.

🇺🇸#food #inflation
fast food price inflation since 2014

#MCD McDonald's is a great business.

💎 Performance of the Scorpi18 portfolio:

🇺🇸Gamestop #GME
+565% Days: 1063

🇺🇸Macerich #MAC
+256% Days: 315

🇪🇺Bank of Cyprus #BOCH
+91% Days: 1101

🇨🇳360 DigiTech #QFIN
+66% Days: 1163

🇭🇰OrientalWatch #00399
+63% Days: 219

🇺🇸Silvergate (Pref) #SICPL
+18% Days: 171

🇺🇸CBL #CBL
+9% Days: 164

🇨🇳Daqo New Energy #DQ
-5% Days: 352

🇺🇸Silvergate #SI
-28% Days: 377

👇 View the current portfolio 👇

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